Latest Institutional Transactions on Eli Lilly & CO (LLY)
This table provides information on the latest institutional transactions involving Eli Lilly & CO (LLY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q4 2024
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
453New |
$329K - $422K
|
453
$407K
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-65- 18.21% |
$47.3K - $60.6K
|
292
$262K
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1- -0.0% |
$727 - $932
|
1.61M
$1.44B
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-301- 26.76% |
$219K - $281K
|
824
$741K
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-222- 1.68% |
$161K - $207K
|
13K
$11.7M
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-28- 1.95% |
$20.4K - $26.1K
|
1.41K
$1.26M
|
|
Apr 14, 2025
Q4 2024
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
351KNew |
$255M - $327M
|
351K
$315M
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
324New |
$236K - $302K
|
324
$291K
|
|
Apr 11, 2025
Q4 2024
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
2.45KNew |
$1.78M - $2.29M
|
2.45K
$2.2M
|
|
Apr 11, 2025
Q4 2024
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
2.75KNew |
$2M - $2.57M
|
2.75K
$2.47M
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
31.9KNew |
$23.2M - $29.7M
|
31.9K
$28.6M
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
2.63KNew |
$1.91M - $2.45M
|
2.63K
$2.37M
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
155+ 10.97% |
$113K - $144K
|
1.57K
$1.41M
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-1.36K- 99.06% |
$991K - $1.27M
|
13
$11.7K
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
1.33KNew |
$969K - $1.24M
|
1.33K
$1.2M
|
|
Mar 21, 2025
Q4 2024
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
447New |
$325K - $417K
|
447
$402K
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-51.7K- 99.32% |
$37.6M - $48.2M
|
356
$320K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
56New |
$40.7K - $52.2K
|
56
$50.3K
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
1.09KNew |
$791K - $1.01M
|
1.09K
$978K
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
1.06KNew |
$771K - $988K
|
1.06K
$953K
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
434New |
$316K - $405K
|
434
$390K
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.08KNew |
$2.24M - $2.87M
|
3.08K
$2.77M
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.98K+ 25.95% |
$2.16M - $2.77M
|
14.4K
$13M
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
1.08KNew |
$786K - $1.01M
|
1.08K
$972K
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
4.34KNew |
$3.16M - $4.05M
|
4.34K
$3.9M
|
|
Mar 11, 2025
Q4 2024
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
288New |
$209K - $268K
|
288
$259K
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-70- 0.97% |
$50.9K - $65.2K
|
7.13K
$6.41M
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
623New |
$453K - $581K
|
623
$560K
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
1.7KNew |
$1.23M - $1.58M
|
1.7K
$1.52M
|
|
Mar 06, 2025
Q4 2024
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
616New |
$448K - $574K
|
616
$554K
|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
18.2KNew |
$13.2M - $17M
|
18.2K
$16.4M
|
|
Mar 04, 2025
Q4 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.48K- 11.46% |
$1.07M - $1.37M
|
11.4K
$10.2M
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-210- 12.9% |
$153K - $196K
|
1.42K
$1.27M
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
526KNew |
$382M - $490M
|
526K
$473M
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
49+ 6.44% |
$35.6K - $45.7K
|
810
$728K
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
233New |
$169K - $217K
|
233
$209K
|
|
Feb 27, 2025
Q4 2024
|
Tiptree Advisors, LLC
New York, NY |
BUY
|
- |
7.36KNew |
$5.35M - $6.86M
|
7.36K
$6.62M
|
|
Feb 27, 2025
Q4 2024
|
Chelsea Counsel CO
|
BUY
|
- |
100+ 6.99% |
$72.7K - $93.2K
|
1.53K
$1.38M
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-36- 24.83% |
$26.2K - $33.6K
|
109
$98K
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
1.12KNew |
$812K - $1.04M
|
1.12K
$1M
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.17K- 68.49% |
$849K - $1.09M
|
537
$483K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-34- 12.69% |
$24.7K - $31.7K
|
234
$210K
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
960New |
$698K - $895K
|
960
$863K
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.04K- 4.27% |
$1.48M - $1.9M
|
45.7K
$41.1M
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
755New |
$549K - $704K
|
755
$679K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.49K- 9.36% |
$2.54M - $3.25M
|
33.8K
$30.4M
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-824K- 99.87% |
$599M - $768M
|
1.07K
$961K
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-2- 1.45% |
$1.45K - $1.86K
|
136
$122K
|
|
Feb 24, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.82K+ 182200.0% |
$1.32M - $1.7M
|
1.82K
$1.64M
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
469New |
$341K - $437K
|
469
$422K
|